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Fidelity Pulse Survey: The coming solvency squeeze
The global shutdown will put a significant dent in corporate earnings this year, according to 150 Fidelity analysts surveyed this month.
Fidelity CIOs on market conditions and whether policy action is enough
Flat is becoming the new up.
Cool Heads: Alex Wright on UK equities beyond Brexit
Portfolio manager Alex Wright talks about how UK companies are faring amid Brexit uncertainty and the impact on corporate earnings
Negative interest rates: a bold but dangerous experiment
In an environment of negative interest rates, it could be growth companies not negative yielding bonds, which are the 'safe' investment choice.
Timing of Trump impeachment could further weaken global economy
Trump's impeachment comes as the latest ISM data shows US manufacturing firmly in contraction territory.
Despite macro challenges, pockets of resilience in Chinese corporate earnings
Some bright spots in recent earnings reports suggest interesting opportunities
Volatility could create opportunities to buy high-quality cyclicals
Investors should consider rotating away from overbought defensive assets into largely-ignored cyclical growth stocks.
Outlook bullish for short-term oil prices after surprise OPEC supply cuts
Brent crude oil to trade in the upper half of the $60-80 range for the rest of the year
Equities, fixed income and multi asset: three different paths to income
Income-focused funds cover all asset classes and are a compromise between risk, yield, predictability and sustainability as well as capital preservation.
An appeal to optimism: The opportunity of the uncertainty premium
The demand for safety since the financial crisis has created an uncertainty premium that investors with a little optimism can take advantage of.
What it means to pursue an active sustainable investing strategy
ESG is changing the way companies and asset managers engage with each other, resulting in a positive outcome both for investors and society as a whole.
Uncertainty is now at an attractive discount in the UK and elsewhere
Predictability has been at a premium in recent years, but we feel the discount now offered to take on uncertainty offers a long-run opportunity.
What China’s new stimulus measures mean for investors
The Chinese government has announced tax cuts worth 2 trillion yuan and higher spending. But will this boost the slowing economy?
The $118 billion investment opportunity hidden in the sea
Regulation and globalisation are creating new investment opportunities in the global ballast water treatment systems market.
European corporate earnings fall without boost from utilities, energy firms
The half-way mark for the European earnings season provides a good opportunity for an update on what we have seen so far and what conclusions can be drawn.
Forecasting markets in 2029: 10 years is a long time in finance
Long term forecasting and how Fidelity constructs its 10-year capital market assumptions .
There’s a new sector in town - and it will change tech stock trading
The GICS rejig has shifted the likes of Facebook from IT, telecom and consumer discretionary into a newly formed communication services sector.
Bitter end to 2018 will not stop US bull market run
Despite recent stock market corrections, the secular run in the US market is set to continue.
‘Yellow vest’ reforms to give a strong boost to French consumers
Purchasing power will record the strongest growth in 2019 since the financial crisis, probably at levels above 2 per cent year on year.
Equities Outlook 2019: US corporate earnings drive the stock market story
Fidelity International's outlook for equities in 2019 shows how US corporate earnings growth will slow to around 8 or 9 per cent.
Multi Asset Outlook 2019: Complacency on inflation stalks markets
Fidelity International's multi asset outlook for 2019 examines the risk of a shock to markets from higher-than-expected inflation.
CIO views: The correction that averted a capitulation
Recent market volatility shook investors' confidence, with many questioning if the end of cycle was near. Our CIOs give their views.
Merkel’s decision to step down as CDU leader could be positive for Germany
Market impact should be small and positive. For investors, there's no reason to be nervous. Recent volatility will bring opportunities.
Trade wars revisited: US politics and impact on China
The US-China trade war relates to the US electoral cycle and to Trump’s image as ‘deal maker’, and also has a longer-term impact on China.
India’s fundamentals remain strong despite falling rupee stoking EM fears
Volatile emerging markets have raised concerns that India could be the next casualty in the EM rout
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